LAMI
Longview Asset Management (Illinois) Portfolio holdings
AUM
$8.61B
This Quarter Return
+10.53%
1 Year Return
+3.32%
3 Year Return
+36.88%
5 Year Return
+101.87%
10 Year Return
+118.93%
AUM
$3.13B
AUM Growth
–
Cap. Flow
+$3.13B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
General Dynamics
GD
|
$2.61B |
| 2 |
PETM
PETSMART INC
PETM
|
$447M |
| 3 |
Alamo Group
ALG
|
$69.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 85.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
General Dynamics
GD
$87.3B
| $2.61B | 83.49% |
+33,351,897
| New | +$2.61B |
|
|
PETM
2
DELISTED
PETSMART INC
PETM
| $447M | 14.29% |
+6,673,741
| New | +$447M |
|
|
3
Alamo Group
ALG
$2.56B
| $69.4M | 2.22% |
+1,700,100
| New | +$69.4M |
|